Ridgeline Wealth, LLC
All 13F Filings
- Location
- Mesa, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 170,947
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/6/2026 | 60 | 170,947 | 13F-HR | Ridgeline Wealth, LLC |
| Q1 2026 | 4/15/2026 | 52 | 139,603 | 13F-HR | Ridgeline Wealth, LLC |
| Q4 2025 | 1/8/2026 | 52 | 144,194 | 13F-HR | Ridgeline Wealth, LLC |
| Q3 2025 | 10/10/2025 | 51 | 135,476 | 13F-HR | Ridgeline Wealth, LLC |
| Q2 2025 | 7/11/2025 | 48 | 122,606 | 13F-HR | Ridgeline Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.25 K | 7.7% | 2.846 K | 0 | 2.846 K |
| ETFs | 157.7 K | 92.3% | 28.5 K | 0 | 28.5 K |
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Fund Snapshot
Q2 2026
Latest filed
7/6/2026
Total value ($000)
170,947
Holdings
60
QoQ value change ($000)
31,344
(22.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.